Join us to listen to expert speakers from Carpenter Box, who will provide a wide range of practical guidance on estate planning for you and future generations.
Our speakers will guide you through the importance of considering a holistic approach to estate planning ensuring that legal, tax and investment decisions work in harmony to maximise wealth preservation.
We’ll have drinks and canapes available as well as the opportunity to network with other local business professionals, with an opportunity to ask the speakers questions.
Topics covered
- How you can make gifts and transfer assets to family members tax efficiently
- The role Trusts can play in estate planning
- Family Investment Partnerships and what you need to know
- Managing the business to ensure smooth succession
- Why it’s important to consider a holistic approach to estate planning
Details
Date: Thursday 10th November 2022
Time: 5:30-7pm
Venue: Chichester Yacht Club
Location
Chichester Yacht Club, Chichester Marina, Birdham PO20 7EJ
Speakers
David Crowter – Tax Partner, Carpenter Box
David has spent nearly 20 years advising privately owned companies and their stakeholders. He delights in cutting through complexity and has built a reputation for delivering pragmatic tax advice. As well as responsibility for overseeing the tax team as a whole, David is also the firm’s adviser with special responsibility for R&D tax relief and capital allowances.
Ross Bauman – Financial Planning Manager, Carpenter Box Financial Advisers
Ross joined Carpenter Box Financial Advisers in December 2016. He works alongside the team to create holistic financial plans for both individual and corporate clients across a range of areas including pensions and retirement, investments, protection and tax planning.
Spaces are limited, so don’t hesitate, book your space today
